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Schedule Your Call with a CFP® in Santa Monica

I’m Gustaf Rounick, CFP®, founder of Westlight Wealth — a fee-only fiduciary advisory firm serving families and entrepreneurs across Santa Monica, Venice, Playa Vista, and greater Los Angeles. Whether you’re optimizing a $250k portfolio or stewarding multi-million-dollar family wealth, my mission is to turn financial complexity into clarity.

How I Can Help
• Comprehensive financial planning – goals-based road-maps, cash-flow analysis, and behavioral coaching
• Evidence-based investment management – disciplined asset allocation, tax-loss harvesting, and continuous rebalancing
• Retirement income strategies – Social Security claiming, Roth conversions, and distribution sequencing
• Equity-compensation advice – ISOs, RSUs, ESPP diversification, and concentrated-stock hedging
• Small-business retirement plans – Solo 401(k), SEP-IRA, and cross-purchase agreement funding
• Risk-management reviews – life, disability, and umbrella coverage gap analysis

 

Phone: (310) 917-1061

Email: gustaf@westlightwealth.com

Meeting Office (by appointment only): 100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401

Registered Office: Venice, CA 90291

Hours: Monday–Friday, 8:00 a.m.–5:00 p.m. PT (evening slots by request)

Click “Schedule” to book your free 15-minute discovery call, or reach out directly — we respond within one business day.



 

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